BOLTON SECURITIES CORPORATION’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

BOLTON SECURITIES CORPORATION’s Portfolio SPMO Stock Details SPMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$498K	Buy	3,082 +963	+45%	+$136K	0.02%	606
2026 Q1	$238K	Buy	+2,119	New	+$250K	0.01%	765
2025 Q3	$216K	Buy	+1,783	New	+$208K	0.01%	724
2025 Q1	$319K	Buy	+3,449	New	+$338K	0.02%	582

Other funds holding SPMO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SPMO Position: Q2 2026 in Review

BOLTON SECURITIES CORPORATION increased its Invesco S&P 500 Momentum ETF (SPMO) stake by 45% in Q2 2026, buying an estimated $136K and bringing the position to 3,082 shares worth $498K. The position accounts for 0.02% of the portfolio, ranked #606.

BOLTON SECURITIES CORPORATION first reported a position in SPMO in Q1 2025 and has held it in 4 quarters since. 770 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

BOLTON SECURITIES CORPORATION held 3,082 shares of Invesco S&P 500 Momentum ETF worth $498K as of Q2 2026.
BOLTON SECURITIES CORPORATION bought 963 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $136K.
Invesco S&P 500 Momentum ETF made up 0.02% of BOLTON SECURITIES CORPORATION's portfolio in Q2 2026, its #606 holding.
BOLTON SECURITIES CORPORATION first reported a position in Invesco S&P 500 Momentum ETF in Q1 2025 and has held it in 4 quarters since.
770 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q2 2026, filed 12 Nov 2026.